AI Agents Evolve from 'Chatting' to 'Getting Work Done': OEM Orders Surge | In-Depth

① Demand for AI infrastructure is evolving from a focus on training compute capacity alone to a long-term capital expenditure cycle jointly driven by training, inference, Neocloud, enterprise deployment, and data center construction. ② Behind market enthusiasm, challenges such as compute costs, quantification of commercial value, and vertical-specific adaptation represent critical hurdles that must be overcome before large-scale agent deployment becomes feasible.

cls.cnJun 6 12:45

Next up: OpenAI? Trump confirms government is considering taking an equity stake in artificial intelligence companies.

① U.S. President Trump proposed the idea that AI companies provide a certain percentage of equity ownership to the American public, enabling citizens to share in the benefits of AI industry development; ② OpenAI CEO Sam Altman is reportedly in discussions with the White House, and the U.S. government may in the future hold a stake in OpenAI to capitalize a 'public wealth fund.'

cls.cnJun 6 06:38

U.S. Markets Close | Strong Nonfarm Payrolls Spark Rate Hike Concerns; AI Rally Cools, Nasdaq Plunges Over 4%; Semiconductor Index Drops More Than 10%; Gold Erases YTD Gains; Bitcoin Briefly Breaks Below $60,000

Technology stocks on Wall Street plummeted across the board on Friday. The Nasdaq 100 Index tumbled approximately 5%, marking its steepest decline since April 2025. The S&P 500 fell 2.6%, and the Dow Jones Industrial Average dropped 1.3%. The consumer staples sector rose against the broader market trend. Spot gold prices declined 3.6% to $4,313.58 per ounce, falling below the 200-day moving average and erasing all year-to-date gains, with the largest single-day drop since September 2023. Silver also slumped in tandem, posting its worst weekly performance since March 20.

wallstreetcnJun 6 06:31

U.S. chip stocks lost over $1 trillion in market value in a single day, with the Philadelphia Semiconductor Index posting its steepest one-day decline in six years.

On Friday, the Philadelphia Semiconductor Index closed down 10%, marking its largest single-day decline since March 2020. The sector’s total market capitalization shed more than $1 trillion, with NVIDIA alone losing over $300 billion in market value in a single day. The primary drivers were growing concerns about demand for AI chips and strong employment data that heightened market expectations of a Federal Reserve rate hike.

wallstreetcnJun 6 05:44

What's Going On With Intel Stock Friday?

BenzingaJun 5 18:56

Interview with Chen Ge of UBS Group: Long-term capital rushes to anchor Hong Kong IPOs; mega-listings do not alter the long-term trend

Pricing power is shifting.

wallstreetcnJun 5 18:01